GruntWorx Organize LITE

Affordable solution for all tax offices and tax software programs. Scan in the client’s source documents and get back digital work papers sorted and organized in a matter of minutes.

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Organize & Organize LITE
SUPPORTED FORMS
Forms
  • W-2
  • W-2G
  • W2C
  • 10425
  • 1095-A
  • 1095-B
  • 1095-C
  • 1098
  • 1098-C
  • 1098-E
  • 1098-T
  • 1099-A
  • 1099-B
  • 1099-C
  • 1099-CAP
  • 1099-G
  • 1099-DIV
  • 1099-INT
  • 1099-H
  • 1099-K
  • 1099-LTC
  • 1099-MISC
  • 1099-PATR
  • 1099-Q
  • 1099-R
  • RRB-1099
  • RRB-1099-R
  • 1099-S
  • 1099-SA
  • SSA-1099
  • Consolidated 1099
  • 2439
  • 5498-SA
  • 5498-ESA
  • Grantor Letter as 1041 K-1
  • Supporting Tax Documents
  • Receipts

A quick and easy solution to automatically convert scanned tax documents into digital work papers that are organized, bookmarked and labelled.

Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product but without human validation. The turnaround time is just a few minutes, so you can process forms while your client waits.

Benefits

  • Adds Convenience. Just submit a high-quality scan to receive an organized PDF in minutes.
  • Reduce Clutter. Reclaim office floor space that was once occupied with rows of heavy filing cabinets by going paperless.
  • Improves Record Retention. Find client documents faster and find specific documents with fast full text search.
  • Increase Client Satisfaction. Deliver an organized PDF instead of a stack of papers to your clients with their completed tax return.

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